Larry Wood

Lawrence B. Wood

Managing Partner, CPA, CFP · +1 (415) 781 2500
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Larry is a dedicated tax professional who brings a unique perspective to clients’ business and financial affairs. In addition to providing his clients with tax and wealth management solutions, Larry is the San Francisco market leader for Baker Tilly.

  • Provides comprehensive wealth management services, including investment planning, estate planning, income tax and retirement planning 
  • Extensive experience providing family office services to multiple generations of wealthy families 
  • Provides income tax planning, tax minimization, and compliance services 
  • FINRA Series 7 General Securities Representative 
  • FINRA Series 65 Uniform Investment Adviser Law Exam 
  • California Life Insurance License #0C73107 
  • American Institute of Certified Public Accountants (AICPA) 
  • California Society of Certified Public Accountants (CalCPA) 
  • Financial Planning Association 




Master of Science in taxation 
Golden Gate University (San Francisco, California) 


Bachelor of Science in business administration 
State University of New York (Albany, New York)